Domain expertise for regulated, high-stakes data environments.

Finance + fintech

Revenue recognition, cohort economics, risk reporting, and board-ready KPI governance for subscription and transaction businesses. The work that makes a CFO trust a number on a board deck.

We ship the model pack you'd otherwise rebuild four times across four FP&A iterations — with the assumption layer versioned and audited so finance can defend every number. The pack also ships a financial-metrics knowledge graph and a finance MCP, exposing certified ARR/MRR and revenue-recognition metrics to AI agents as governed tools.

Typical engagements

• ARR / MRR / expansion / churn model packs with audit history
• Cohort retention + LTV with versioned assumptions
• Revenue recognition aligned to ASC 606 / IFRS 15
• Risk reporting + scenario modeling for credit / lending
• Board-ready KPI governance + reconciliation reports

Sales & Marketing

Pipeline and funnel stage models, multi-touch attribution, CAC/LTV analysis, and campaign ROI reporting for revenue teams that need one version of the truth across marketing, sales, and finance.

We ship the attribution and pipeline models that reconcile CRM, ad-platform, and billing data into a single governed layer — so the number in the board deck matches the number in the dashboard. The pack also ships a revenue & attribution knowledge graph and an MCP server, so AI agents can traverse pipeline, attribution, and CAC/LTV.

Typical engagements

• Pipeline / funnel stage models with multi-CRM source support
• Multi-touch attribution (first-touch, last-touch, linear, custom)
• CAC / LTV cohort models with payback-period tracking
• Campaign ROI and spend-efficiency reporting
• Marketing-to-sales handoff quality scoring

Healthcare + public health

Quality, outcomes, and operations reporting pipelines with controlled metric definitions and repeatable audit trails. Regulators, payers, and clinical leadership all reading the same number from the same source.

HIPAA-friendly PII handling is baseline, not an upcharge. We've worked inside hospital systems, payer organizations, public-health agencies, and life-sciences data teams. The pack also ships a risk-based clinical knowledge graph and a medical MCP server, so AI agents query HIPAA-aware patient, claims, and HCC-risk data through governed tools.

Typical engagements

• HEDIS / Stars quality measure pipelines
• Patient outcomes reporting with row-level access
• Operational dashboards (census, throughput, LOS)
• Population health analytics with audit-trail propagation
• Public health surveillance reporting (state / federal cadence)

Legal

Matter and billing models, timekeeper realization, leakage analysis, and trust-accounting-aware rollups for law firms and legal operations teams. The work that gives managing partners a defensible view of realized revenue and write-offs.

We ship the billing-to-collections pipeline with assumption versioning so finance and billing can reconcile without a spreadsheet fight at month-end. On top of the models, the pack ships a matter & contract knowledge graph with document intelligence, served over MCP for your AI agents.

Typical engagements

• Matter-level billing + realization rate models
• Timekeeper productivity + leakage detection pipelines
• Trust-accounting-aware financial rollups
• Collections velocity + aged-receivables reporting
• Cross-matter profitability and client-segment analytics

Public agencies + education

Modernization of legacy R and SAS analytics into governed cloud data products while preserving policy and reporting continuity. The audit can't break. The historical comparison can't change.

We pay particular attention to lineage continuity across the migration — every modernized metric ships with a back-test against the legacy pipeline output, attached to the SOW as proof of equivalence.

Typical engagements

• SAS / R workload modernization to dbt + cloud warehouse
• State + federal reporting pipelines with audit continuity
• Education outcomes reporting (cohorts, persistence, attainment)
• Grant compliance + program evaluation analytics
• FedRAMP-adjacent environments + state-managed clouds

SaaS + product analytics

Activation, retention, and expansion metrics standardized across product, GTM, and finance teams. One source of truth for what "active" means, what "expansion" counts as, and how a cohort is defined.

This is our core SaaS practice — the work behind most of our Series B and mid-market customers. ARR / retention / product-usage packs ship in week one.

Typical engagements

• Activation funnels (first-value, time-to-activation, North Star)
• Retention cohorts (DAU/WAU/MAU, NRR, GRR, logo retention)
• Expansion + contraction motion attribution
• Pricing experiment evaluation pipelines
• Customer health scoring with explainability

Marketplaces + logistics

Unit economics, supply-demand balancing, and operational KPI layers built for daily decision velocity. Operations teams need today's numbers today, not last week's numbers next Friday.

We ship the supply / demand / unit-economics packs and wire them into operational dashboards refreshed multiple times per day — with freshness alerts firing into the on-call rotation.

Typical engagements

• Take rate, contribution margin, unit economics by segment
• Supply / demand imbalance detection with alerting
• Logistics throughput + SLA dashboards
• Pricing optimization model evaluation
• Fraud + integrity signal pipelines

Enterprise operations

Cross-functional semantic models that unify sales, support, finance, and product reporting in one metric language. The work that ends the quarterly "whose number is right?" argument before it starts.

For enterprise operations, the semantic layer is the product. We deliver it as a governed contract with versioning, RBAC, and reverse-ETL propagation built in.

Typical engagements

• Cross-functional metric catalog (one definition, many consumers)
• Sales + CS + finance reconciliation pipelines
• Reverse-ETL governance (CRM, marketing automation, billing)
• Executive dashboard suites with row-level access
• M&A data integration + post-acquisition harmonization